Tsali William buakula Ricketson
Investment adviser representative at Raymond James Financial Services Advisors, Inc
18 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Raymond James Financial Services Advisors Inc.Mar 2017 to now
- Raymond James Financial Services,incFeb 2017 to now
- Tmg, LLCFeb 2017 to now
- Aspen Wealth StrategiesFeb 2017 to Oct 2019
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2017
- Morgan Stanley Smith BarneyJun 2009 to Feb 2017
- Citigroup Global Markets, Inc.Mar 2008 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4789622
- Firm CRD
- 149018